Schwab Funds is one of the largest mutual fund companies in the nation. From index-tracking funds to comprehensive asset allocation solutions, Schwab Funds offers more than 50 diverse mutual funds, each targeting a specific investment objective and guided by a disciplined investment approach. Our dedicated investment professionals employ a team approach to portfolio management, drawing from expertise across many disciplines to deliver performance in a variety of investment strategies.

We invite you to learn more about Schwab Funds and how they can help you meet your clients' goals.

2013 Schwab Funds Estimated/Actual Capital Gains

Schwab Money Market Funds Portfolio Management and Credit Review Process

No Exposure to Puerto Rican Bonds in the Schwab Tax-Free Bond Fund and Schwab CA Tax-Free Bond Fund 

Schwab Treasury Obligations Money Fund Soft Closure FAQs

Visit our new website dedicated to research on Fundamental Index Strategies

CSIM Newsletter: Advantages Of Active Management In All Market Environments
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CSIM Newsletter: Muni Bonds In A Complex Marketplace
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Money Market Fund Reform FAQ: Where Are We Now?

Expense Cap Changes

On June 11th, the expense caps for the Schwab Fundamental International Small Company Index Fund and the Schwab Fundamental Emerging Markets Large Company Index Fund were reduced and as a result the OERs² for the funds are now 0.49% and 0.50%, respectively.

Webcast Replay: Fundamental Index® Outlook with Rob Arnott
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Webcast Replay: Looking for Yield: Risks and Opportunities
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On October 19, 2012, Schwab Fundamental Index Funds started tracking the Russell Fundamental Index® Series. Login to learn more about the benefits of this strategic partnership with Russell.

Schwab Expands Line-Up of Target Date Funds for Retail and Retirement Plan Clients

On November 9, 2012, Schwab Money Funds added 4 new pages to SchwabFunds.com under the Investment & Strategy tab. These pages provide an overview of the Schwab Money Fund Family line-up and investment strategies. View the new Money Fund pages.

Fund news: At a meeting held on September 25, 2012, the Board of Trustees of Schwab Investments approved changes to the Schwab Premier Income Fund's: (1) name; (2) investment objective; (3) principal investment strategies; and (4) expense ratio. These changes, which are summarized on the prospectus supplement, dated October 15, 2012, will be effective on December 15, 2012, and a new Statutory Prospectus and Summary Prospectus incorporating the changes will be available at that time.

Deciding If Equity REITs Are Right for You, by Brad Sorenson, CFA

Choosing Between an ETF and an Index Mutual Fund, by Michael Iachini